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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLACK POINT WEALTH MGMT, J HARRIS Service code 49 · EIN 87-3671331 849 7TH AVE S, STE 201 · NAPLES, FL 341026711 | Other Services | $8,126 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $6,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,876 | $69,708+7.4% | $67,560+10.8% | $74,478+0.5% |
| Participation rate | 39.0% | 71.4%-32.4pp | 72.9%-33.9pp | 67.2%-28.2pp |
| Annual return | 11.65% | -40.67%+52.3pp | 3533.50%-3521.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $435 | $2,715-84.0% | $2,737-84.1% | $2,626-83.4% |
| Participant deferral / active EE | $2,237 | $3,637-38.5% | $4,004-44.1% | $4,350-48.6% |
| Admin fee / account holder | $83 | $887-90.7% | $3,994-97.9% | $1,946-95.8% |